# Page Southerland Page, INC. 401(k) Plan
Source: https://planprovider.pro/companies/page-southerland-page-inc-464258046-003

> Page Southerland Page, INC.'s 401(k) plan: 1,154 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Page Southerland Page, INC.

- **Sponsor EIN:** 464258046

- **Sponsor Address:** 1100 LOUISIANA, HOUSTON, TX, 77002

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 1,154

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,154|$12.6M|$250,000|$0|

| 2023|1,118|$9.9M|$250,000|$0|

| 2022|598|$6.7M|$250,000|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSITION FINANCE STRATEGIES, LLC|Other Service Provider|$31,455|—|$31,455|

| MENKE & ASSOCIATES|Other Service Provider|$28,932|—|$28,932|

| J.P. MORGAN|Investment Advisor|$28,201|—|$28,201|

| HUSELTON, MORGAN & MAULTSBY|Auditor|$18,720|—|$18,720|

| ISSACKS & ASSOCIATES|Other Service Provider|$17,325|—|$17,325|

| PENCHECKS|Other Service Provider|$6,885|—|$6,885|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [J.P. MORGAN](https://planprovider.pro/provider/jp-morgan-securities-llc) — Investment Advisor

- [HUSELTON, MORGAN & MAULTSBY](https://planprovider.pro/provider/hmandm-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $131,518

- **Estimated Expense Ratio:** 1.041% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$131,517|—|—|$18,720|—|

| 2023|$138,263|—|—|$33,350|—|

| 2022|$102,122|$25,185|$45,992|—|$25,750|

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